Values First Advisors
CAT icon

Values First Advisors’s Caterpillar CAT Stock Holding History

Values First Advisors’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$231K Sell
285
-5
-2% -$4.24K 0.11% 171
2026
Q2 		$309K Hold
290
– – 0.14% 151
2026
Q1 		$205K Buy
+290
New +$201K 0.11% 160

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Values First Advisors's CAT Position: Q3 2026 in Review

Values First Advisors reduced its Caterpillar (CAT) stake by 1.7% in Q3 2026, selling an estimated $4.24K and leaving 285 shares worth $231K. The position accounts for 0.11% of the portfolio, ranked #171.

Values First Advisors first reported a position in CAT in Q1 2026 and has held it in 3 quarters since. The position peaked at $309K in Q2 2026. 1,621 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Values First Advisors held 285 shares of Caterpillar worth $231K as of Q3 2026.
  • Values First Advisors sold 5 Caterpillar shares in Q3 2026, an estimated $4.24K.
  • Caterpillar made up 0.11% of Values First Advisors's portfolio in Q3 2026, its #171 holding.
  • Values First Advisors first reported a position in Caterpillar in Q1 2026 and has held it in 3 quarters since.
  • Values First Advisors's Caterpillar position peaked at $309K in Q2 2026.
  • 1,621 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Values First Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.